Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sandberg, Phoenix & Von Gontard P.C. Savings Plan is a benefit plan reported by Sandberg, Phoenix & Von Gontard P.C under EIN 43-1186987 and plan number 002. The latest loaded filing year is 2023. The filing reports 434 participants and $86,329,252 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,329,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,329,252
- Net assets (BOY)
- $73,148,913
Income & contributions
- Employer contributions
- $1,444,400
- Participant contributions
- $4,534,833
- Total contributions
- $7,256,108
- Total income / additions
- $24,979,557
Expenses & distributions
- Benefits paid
- $11,724,758
- Administrative expenses
- $74,460
- Total expenses
- $11,799,218
- Net increase / (decrease)
- $13,180,339